Institutional Ownership Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 1.16 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,895
shares
|
$724,181
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,188
shares
|
$649,925
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,580
shares
|
$586,067
0.01% of portfolio
|
Q4 2023
Added 3.53%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
5,237
shares
|
$550,042
0.12% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,105
shares
|
$536,178
0.0% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
4,735
shares
|
$497,317
0.04% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
4,703
shares
|
$493,956
0.09% of portfolio
|
Q2 2025
Reduced 22.95%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,095
shares
|
$430,097
0.01% of portfolio
|
Q2 2025
Reduced 21.55%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,988
shares
|
$418,859
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,983
shares
|
$418,334
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
3,937
shares
|
$413,503
0.04% of portfolio
|
Q3 2024
Added 34.05%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,823
shares
|
$401,529
0.0% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
3,822
shares
|
$401,424
0.18% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
3,708
shares
|
$389,451
0.01% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
3,705
shares
|
$389,136
0.13% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,640
shares
|
$382,309
0.0% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
3,576
shares
|
$375,587
0.07% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,294
shares
|
$345,968
0.01% of portfolio
|
Q3 2025
Added 43.22%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
3,251
shares
|
$341,452
0.0% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
3,236
shares
|
$339,877
0.08% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
2,933
shares
|
$308,052
0.13% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
2,885
shares
|
$303,011
0.0% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,727
shares
|
$286,416
0.0% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
2,450
shares
|
$257,323
0.01% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,290
shares
|
$240,518
0.01% of portfolio
|
Q3 2025
Reduced 47.84%
|
|